July 1, 2019

This financial news is brought to you by the Alfred Johnson blog. Need to pay 1 employee but not sure where to start? Then you will love this tip. In Payroll hover over Manage, and choose Payroll Processing Select the radio button All Employees and use any of the filters that make the employee list shorter Click Search which will show all…

June 3, 2019

This financial news is brought to you by the Alfred Johnson blog. Here are the Top 5 Most Requested Features in Financials Release 9.4: New option in Accounts Payable to print checks in the order that invoices are entered Accounts Payable and Payroll has a new workflow to keep users from forgetting to download ACH…

October 3, 2018

This financial news is brought to you by the Alfred Johnson blog. The European Union, as well as other governing authorities, have laws that are designed to protect an individual’s personally identifiable information (PII). In Shelby Financials’ database, vendor, customer, volunteer, and employee records all contain personally identifiable information and in certain cases should be…

July 11, 2018

This financial news is brought to you by the Alfred Johnson blog. History:  More than 20 years ago, I was managing a retail pharmacy which started accepting credit cards.  We had a bookkeeper that worked a couple days a week and was paid by the hour.  I discovered that she was spending a lot of…

June 20, 2018

This financial news is brought to you by the Alfred Johnson blog. Overview:  Relationships has been added to Shelby Financials (in Release 9.0).  This utility allows users to group family members together along with additional responsible people.  It is most useful when creating invoices for daycare or school students, as customers, but sending AR statements…